Sign in to the portal

Sign in to the customer portal with the link you were emailed, your username and password, a passkey, or a one-time code when the company asks for two-step verification.

The portal is the website the company you are working with shares with you, where you can see your quotes, invoices, statements and requests. The company sends you its portal link by email, and that link opens on the Sign in page.

Before you start

• Your username is the one the company gave you, usually your email address. Once you type it, the page shows it as Account. The emailed sign-in link is described in Use the portal link the company emailed you.
• The first time, use the sign-in link the company emailed you. It sets up your password.

Steps

If you were emailed a sign-in link:

1. Open the link from the email. The portal opens on Create your password.
2. Type a password in New password and again in Confirm password. Select Show to check what you typed.
3. Select Save and continue. The portal opens your account straight away. If it cannot sign you in on this device, it shows You're all set.; select Sign in and sign in with your new password.

Signing in with a password:

1. On the Sign in page, type your Username and select Next.
2. On Enter password, type your Password. Turn on Keep me signed in only on your own device.
3. Select Sign in.
4. If the company asks for a second step, the portal shows Enter code. Type the 6-digit code from your email, text message, phone call or authenticator app, then select Sign in. Select Send a new code if it did not arrive, or Try another way to use a different method.

Signing in with a passkey:

1. Type your Username and select Next.
2. Select Continue with passkey, then confirm with your device's fingerprint, face or PIN. A passkey needs no password and no code.

What you see

Once you are in, the portal opens on your account. If you have more than one account with this company, it asks you to pick one first. The company may also ask Remember this device?; choose Remember this device on your own phone or computer so you are not asked for a code next time, or Continue without saving.

If something looks different

• Forgot password? and Forgot username? under the form send you a new link or your username by email.
• The message says the username or password is wrong: check that you typed the username exactly as the company gave it. Select Change account to type a different one.
• Continue with passkey is not shown: this device or browser cannot use passkeys, or you have not set one up yet. Use your password instead.
• The code never arrives: wait a minute, check your junk folder, then select Send a new code. If the company set up more than one method, Try another way lets you choose another.
• The page says there were too many attempts: wait a few minutes and try again.